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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,998 | $129,960-73.1% | $104,299-66.4% | $134,545-74.0% |
| Participation rate | 69.6% | 79.5%-10.0pp | 73.3%-3.7pp | 81.2%-11.7pp |
| Annual return | -17.72% | 42.06%-59.8pp | 24.62%-42.3pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,280 | $4,186-69.4% | $3,373-62.0% | $4,742-73.0% |
| Participant deferral / active EE | $1,569 | $5,589-71.9% | $4,626-66.1% | $6,401-75.5% |
| Admin fee / account holder | $240 | $9,324-97.4% | $7,339-96.7% | $11,431-97.9% |